If it feels like the market is running in place, you’re right. Look at the Small Caps (Russell 2000) above and the Dow Jones below, and your suspicions are confirmed: Continue reading “The “Whole Lotta Nothin’” Stock Market (and Sentiment Results)…”
Category: Commentary
July Bank of America Global Fund Manager Survey Results (Summary)
270 panelists – with $805 billion in assets under management – participated in the BofA Global Research fund manager survey, taken July 2 to 8, 2021. Continue reading “July Bank of America Global Fund Manager Survey Results (Summary)”
A “Pockets of Value” Stock Market (and Sentiment Results)…
On Friday I was on Fox Business – The Claman Countdown – with Lauren Simonetti. Thanks to Ellie Terrett, Liz Claman and Lauren for having me on. Continue reading “A “Pockets of Value” Stock Market (and Sentiment Results)…”
The Luke Combs, “Forever After All” Stock Market (and Sentiment Results)…
This week we chose Luke Combs Billboard hit “Forever After All” to capture the current sentiment of the stock market. The lyrics that stood out were: Continue reading “The Luke Combs, “Forever After All” Stock Market (and Sentiment Results)…”
The Sam Hunt, “Breaking Up Was Easy In The 90’s” Stock Market (and Sentiment Results)…
I had to look hard for a song to describe this week’s stock market sentiment, but I think I found the one in Sam Hunt’s recent country hit, “Breaking Up Was Easy In The 90’s”: Continue reading “The Sam Hunt, “Breaking Up Was Easy In The 90’s” Stock Market (and Sentiment Results)…”
The Prince “When Doves Cry” Stock Market (and Sentiment Results)…
In 1984 Prince released “When Doves Cry” on his Purple Rain album. It was his first Billboard 100 hit and held the #1 spot for five weeks. We thought we would refer to some of his famous lyrics to wrap our arms around the Federal Reserve decision this week: Continue reading “The Prince “When Doves Cry” Stock Market (and Sentiment Results)…”
How to lose $50 million hedging inflation…
In early 2019, during his 2018 annual letter, annual meeting and media appearances surrounding it, Warren Buffett made a few key points that seem more salient today than ever before: Continue reading “How to lose $50 million hedging inflation…”
The “My Thang” Stock Market (and Sentiment Results)…
The song we chose to describe sentiment for the stock market this week is Tigirlily’s new hit country song, “My Thang.” The lyrics that represent the current resilient status of stock market action are as follows:
I’ma keep doing my
Thang come shine
Come rain
Whatever the weather
I’ma keep doing my thang…
Continue reading “The “My Thang” Stock Market (and Sentiment Results)…”
The “Astronaut in the Ocean” Stock Market (and Sentiment Results)…
For anyone who has watched the Nasdaq and Chinese Stocks since the beginning of the year, the lyrics (in Masked Wolf’s “Astronaut in the Ocean”) that best describe their movement (floating action/little progress) are as follows: Continue reading “The “Astronaut in the Ocean” Stock Market (and Sentiment Results)…”
The Weeknd’s “Save Your Tears” Stock Market (and Sentiment Results)…
At the beginning of the year, we laid out the case for a 2013/2017 type market that would have a handful of small pullbacks (3-5%) on the S&P 500 – and likely finish out the year with a mid-teens gain. So far that has held true, and the short term panic may very well prove to be unnecessary. Continue reading “The Weeknd’s “Save Your Tears” Stock Market (and Sentiment Results)…”